EFMC

Empire Financial Management Company Portfolio holdings

AUM $437M
1-Year Est. Return 18.6%
This Quarter Est. Return
1 Year Est. Return
+18.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.8M
3
+$1.77M
4
UPS icon
United Parcel Service
UPS
+$1.43M
5
AOS icon
A.O. Smith
AOS
+$1.36M

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.56M
4
HII icon
Huntington Ingalls Industries
HII
+$1.21M
5
JBL icon
Jabil
JBL
+$1.16M

Sector Composition

1 Technology 17.28%
2 Healthcare 12.54%
3 Financials 12.15%
4 Industrials 6.63%
5 Utilities 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$434K 0.14%
8,054
-400
152
$407K 0.13%
2,113
153
$407K 0.13%
3,571
+125
154
$399K 0.12%
6,509
+50
155
$397K 0.12%
18,000
156
$367K 0.11%
1,624
157
$366K 0.11%
95,024
158
$359K 0.11%
2,606
+242
159
$358K 0.11%
13,606
-55
160
$356K 0.11%
8,500
+1
161
$348K 0.11%
10,734
162
$345K 0.11%
2,400
-8,070
163
$343K 0.11%
202
+43
164
$336K 0.1%
+5,940
165
$335K 0.1%
31,500
-6,000
166
$325K 0.1%
2,001
-1,101
167
$323K 0.1%
2,389
168
$315K 0.1%
6,383
169
$307K 0.1%
+64,000
170
$302K 0.09%
3,444
171
$290K 0.09%
16,721
-3,000
172
$281K 0.09%
13,836
+313
173
$278K 0.09%
10,077
174
$274K 0.09%
4,632
-12,548
175
$264K 0.08%
1,914
-15
5 6
7
8 9